+67.8%
ZETA vs DOC
+23.9%
+43.9%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.8% | -2.3% | -3.7% |
| 7D | +2.7% | -1.5% | +4.1% | +3.0% |
| 30D | +15.8% | -4.8% | +20.6% | +17.0% |
| 3M | +35.4% | +6.9% | +28.5% | +34.0% |
| 6M | +67.1% | +20.7% | +46.4% | +63.8% |
| YTD | +54.1% | +34.1% | +19.9% | +39.3% |
| 1Y | +67.8% | +22.6% | +45.2% | +58.9% |
| All | +67.8% | +23.9% | +43.9% | +58.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded DOC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling